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Pinnacle Wealth Management’s Stride LRN Stock Holding History

Pinnacle Wealth Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,963
Closed -$1.59M – 42
2025
Q2 		$1.59M Buy
10,963
+5,875
+115% +$850K 1.33% 32
2025
Q1 		$644K Buy
+5,088
New +$643K 0.73% 35

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pinnacle Wealth Management's LRN Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of Stride (LRN) in Q3 2025, closing a stake of 10,963 shares — an estimated $1.59M sold.

Pinnacle Wealth Management first reported a position in LRN in Q1 2025 and held it in 2 quarters. The position peaked at $1.59M in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 10,963 Stride shares in Q3 2025, an estimated $1.59M.
  • Pinnacle Wealth Management first reported a position in Stride in Q1 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management's Stride position peaked at $1.59M in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.